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Redwood Investment Management’s American Express AXP Stock Holding History

Redwood Investment Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$429K Sell
1,418
-3,041
-68% -$1.02M 0.05% 239
2025
Q4 		$1.65M Buy
4,459
+2,945
+195% +$1.05M 0.19% 81
2025
Q3 		$503K Buy
1,514
+15
+1% +$4.77K 0.05% 243
2025
Q2 		$478K Sell
1,499
-18
-1% -$5.07K 0.05% 244
2025
Q1 		$408K Sell
1,517
-4,882
-76% -$1.44M 0.04% 245
2024
Q4 		$1.9M Sell
6,399
-110
-2% -$31.6K 0.19% 106
2024
Q3 		$1.76M Sell
6,509
-484
-7% -$121K 0.16% 161
2024
Q2 		$1.6M Sell
6,993
-530
-7% -$123K 0.14% 161
2024
Q1 		$1.71M Sell
7,523
-229
-3% -$47.5K 0.16% 147
2023
Q4 		$1.45M Buy
+7,752
New +$1.25M 0.13% 168
2022
Q3 		– Sell
-9,395
Closed -$1.3M – 208
2022
Q2 		$1.3M Buy
9,395
+1,764
+23% +$291K 0.22% 78
2022
Q1 		$1.43M Sell
7,631
-991
-11% -$179K 0.21% 85
2021
Q4 		$1.41M Buy
8,622
+7,204
+508% +$1.23M 0.18% 152
2021
Q3 		$238K Buy
+1,418
New +$237K 0.03% 258
2020
Q3 		– Sell
-8,152
Closed -$776K – 244
2020
Q2 		$776K Buy
8,152
+1,324
+19% +$122K 0.22% 100
2020
Q1 		$585K Buy
+6,828
New +$794K 0.37% 104
2019
Q4 		– Sell
-7,087
Closed -$838K – 231
2019
Q3 		$838K Buy
7,087
+1,862
+36% +$228K 0.23% 153
2019
Q2 		$658K Buy
+5,225
New +$614K 0.18% 125

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Redwood Investment Management's AXP Position: Q1 2026 in Review

Redwood Investment Management reduced its American Express (AXP) stake by 68% in Q1 2026, selling an estimated $1.02M and leaving 1,418 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #239.

Redwood Investment Management first reported a position in AXP in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.9M in Q4 2024. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Redwood Investment Management held 1,418 shares of American Express worth $429K as of Q1 2026.
  • Redwood Investment Management sold 3,041 American Express shares in Q1 2026, an estimated $1.02M.
  • American Express made up 0.05% of Redwood Investment Management's portfolio in Q1 2026, its #239 holding.
  • Redwood Investment Management first reported a position in American Express in Q2 2019 and has held it in 18 quarters since.
  • Redwood Investment Management's American Express position peaked at $1.9M in Q4 2024.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.